Trusted advice & exceptional service


Value statement

Combining knowledge and integrity, I specialize in helping my clients professionally navigate the complexities of managing their wealth. My clients’ trust gives me the opportunity to understand their unique situations and implement sound strategies to help accomplish their goals.

Proud to be an award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • 201820192020 Forbes/SHOOK Best-In-State Wealth Advisor
  • 2014 Barron’s Top 1200 Financial Advisors Award 

     

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


 
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Meet the team

Learn more about The Kolb Investment Group

Latest Insights

Here’s what investors need to know about the coronavirus correction

After a brutal week for stocks, markets expect a flurry of Fed rate cuts. But already low Treasury yields are only moving to new record lows.

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